This article describes how you can assign accrual policies (for calculating vacation days) to your employees.
Assigning Policies Individually
Go to the Absence tab in the employee profile. Select the option Set policy now or Change accrual policy for the required absence type, if an accrual policy has already been assigned.
Define the desired accrual policy for the employee and from when it should be applied.
There are three options available for assigning the policy under Application:
|Assign since hire date||
The new policy is assigned retroactively with effect from the employee's hire date. All previously assigned accrual policies are overwritten.
|Assign since the start of the current period||The new policy is assigned retroactively. Depending on the option you have selected for the application of the policy setting (Entitlement granted at), the policy is assigned either with effect from 01.01. of the current year or from the current anniversary of the employee hire date.|
|Assign for next entitlement period||The new policy is assigned with future effect. Depending on the option you have selected for the application of the policy setting (Entitlement granted at), the policy is assigned either with effect from 01.01. of the next year or from the next anniversary of the employee hire date.|
After confirmation, vacation days are automatically calculated based on the assigned accrual policy. The validity date is clearly displayed once you have selected your preferred application option. Klick on Show history > Policy History to display a historical overview of all assigned accrual policies in Personio.
Assigning Multiple Accrual Policies
To perform an accrual policy bulk assignment, go to Employees and select the employees whom you want to assign an accrual policy to by activating the checkboxes next to their names. Next, klick on the Actions button (to the right of the lower search bar) and choose the option Change accrual policy.
First select the absence type choose the required policy. Click on Update policy to assign the new accrual policies.
Once the accrual policies have been created and assigned, they can no longer be changed. Click here for information about how to change an existing accrual policy.
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